Assistant Relationship Manager

Key Responsibilities

• Sales Support and Coordination: Assist the Relationship Manager in executing sales strategies, plans, and initiatives to achieve sales targets and business objectives.
• Coordinate with internal departments, including credit, operations, and marketing, to facilitate the sales process and ensure timely execution of customer transactions.
• Customer Relationship Management: Build and maintain relationships with dealerships, channel partners, and customers, serving as a primary point of contact for sales inquiries, support, and assistance.
• Assist in addressing customer inquiries, resolving issues, and providing personalized service to enhance customer satisfaction and loyalty.

• Assist in preparing sales presentations, promotional materials, and product information for distribution to dealerships, channel partners, and customers.
• Sales Pipeline Management: Maintain accurate records of sales leads, prospects, and opportunities in the CRM system, ensuring data integrity and completeness for pipeline management and reporting purposes.
• Assist in tracking sales performance metrics, including sales targets, conversion rates, and pipeline progression, to monitor progress against goals and identify areas for improvement.
• Sales Reporting and Analysis: Assist in preparing sales reports, dashboards, and performance analysis for management review, highlighting key sales metrics, trends, and insights.
• Participate in sales meetings, providing updates on sales activities, market trends, and competitor activities to support strategic decision-making.
• Product Knowledge and Training: Develop a thorough understanding of the companys two-wheeler financing products, services, and processes to effectively communicate product features, benefits, and value propositions to customers.
• Participate in training programs and workshops to enhance product knowledge, sales skills, and industry expertise to support sales effectiveness and performance.
• Compliance and Documentation: compliance with regulatory requirements, company policies, and industry standards in all sales activities and customer interactions.
• Assist in preparing and maintaining accurate documentation, including sales agreements, loan applications, and customer records, in compliance with internal policies and regulatory guidelines.

• Bachelors degree in business administration, marketing, finance, or related field; relevant certifications or coursework in sales or customer relationship management preferred.
• 4+ years of experience in sales support, customer service, or related roles, preferably in the financial services industry or NBFC sector.
• Strong interpersonal and communication skills, with the ability to build rapport, establish trust, and communicate effectively with customers, dealerships, and internal stakeholders.
• Customer-centric mindset with a passion for delivering excellent service and building long-term relationships with customers and partners.
• Organizational skills and attention to detail, with the ability to manage multiple tasks, prioritize workload, and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Office Suite, CRM systems, and sales support tools to manage customer data, track sales activities, and generate reports.
• Team player with the ability to collaborate effectively with cross-functional teams and stakeholders to achieve common goals and objectives.
• Adaptability and willingness to learn, with a proactive attitude and a commitment to continuous improvement and professional development.